Genmab — Maj 2018

[Sukkeralf]

Jeg synes Bowers skriveri virker modsatrettet - forstår det ikke helt

[Helge_LarsenPI-redaktør]

Jeg ved ikke rigtig i hvilket omfang Jan har hypet Dara i fste tumorer. Syntes mere at hans primære fokus har været andet steds:https://medwatch.dk/secure/Medicinal___Biotek/article10024820.ece

[JohnW]

Testes Darzalex i kombi med andre stoffer (altså ikke PD-1) mod lungekræft?

[Sukkeralf]

nej

[JohnW]

Ok, tak.

[E_L]

I don't think that Dara in solid is completely gone (yet...)...chances are smaller offcourse, but we can not exclude Mono or other new combinations
?

[E_L]

That is why i linked to Plesners video yesterday, where he said there was a reaction from Dara in NSCLC (even though a better one in the combo)

[E_L]

I think it is to early to conclued

[E_L]

conclude

[Sukkeralf]

A biotech company with nothing else to do might keep holding on to the dream - but a biotech company with other things to do would drop the idea at least for now. The preclinical rationale didnt work - move on ! Thats my view

[Mcjean]

Not for me E L..........Fuck solid and concentrate or focus on primary goals;-)

[Sukkeralf]

Just keep focus on AXL - in my view it was worth more than dara i solid tumours before thing sad news

[Helge_LarsenPI-redaktør]

I think it is necessary to get an assessment of data and mechanisms associated with the study of small cell lung cancer before Janssen will judge Dara out
in solid tumors.

[E_L]

yes, AXL i agree on

[E_L]

that is exactly what i thought Helge

[GeorgeBest]

and AXL is 100% Genmab owned!

[E_L]

But lets first all sell everything we have ;-(

[Sukkeralf]

But the rationale for dara i solid tumours was to kill suppressor cells and help the immune system back on track - and it did not work. The adverse events could be linked to NSCLC but we dont know

[Helge_LarsenPI-redaktør]

Bortset fra det...En eventuel artikel om at de små private investorer har paniksolgt i dag vil være en stor fejltagelse. Tværtimod er Nordnet og danske banker de største købere på faldet.

[Helge_LarsenPI-redaktør]

I agree with Sukkeralf, but the mechanism may be put out of play by the combination agent or mean an overreaction. It's just a guess.